MDPL vs VOO

AMDPL

BVOO

Measures won1–3VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO

Lowest cost0.03%VOO · $3 on $10k

Most income1.31%MDPL · $131 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common1.5%MDPL and VOO

MDPL

VOO

Monarch Dividend Plus ETF · $62MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $19,172+24.2%

[…]5 years · per year[…] · $18,115+12.6%

1.19%Expense ratio$119 · $3 on $10k · lower wins0.03%

1.31%12-mo yield$131 · $105 on $10k1.05%

−12.4%Worst dropSmaller wins−8.9%

17.4%VolatilityLower wins12.8%

1–3VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsMDPL · VOO

3.1%SCHW0.2%

3.6%ACN0.2%

2.9%MPC0.2%

3.5%MRSH0.1%

Held in common1.5%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AMDPL	Monarch Dividend Plus ETFRead Desk		1.19%	1.31%	+1.5%	+16.7%	+23.7%	new	new	−12.4%	$62M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AMDPL	Monarch Dividend Plus ETFRead Desk		1.19%	1.31%	+1.5%	+16.7%	+23.7%	new	new	−12.4%	$62M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MDPL vs VOO

MDPL

Monarch Dividend Plus

[…]

VOO

Vanguard S&P 500

$18,115

MeasureMDPLVOO

Fee1.19%0.03%

Cost on $10k a year$119$3

Yield1.31%1.05%

5 years, per year[…]+12.6%

3 years, per year[…]+24.2%

Worst drop · 1Y−12.4%−8.9%

Volatility · 1Y17.4%12.8%

3–1measures won
VOO first

1.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: MDPL, VOO

Today

1.5%most shared, MDPL and VOO

MDPLVOO

MDPL—1.5%

VOO1.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

MDPL$131 − $119 = $12

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee